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Summit Wealth & Retirement Planning’s Everest Group EG Stock Holding History

Summit Wealth & Retirement Planning’s Portfolio EG Stock Details EG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-2,291
Closed -$601K – 110
2022
Q3 		$601K Hold
2,291
– – 0.24% 53
2022
Q2 		$642K Buy
2,291
+491
+27% +$139K 0.25% 53
2022
Q1 		$542K Buy
+1,800
New +$517K 0.19% 65

Other funds holding EG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AGA
Altrinsic Global Advisors Stamford, Connecticut $2.79B AUM 7.25% 1-Year Est. Return

Summit Wealth & Retirement Planning's EG Position: Q4 2022 in Review

Summit Wealth & Retirement Planning sold out of Everest Group (EG) in Q4 2022, closing a stake of 2,291 shares — an estimated $601K sold.

Summit Wealth & Retirement Planning first reported a position in EG in Q1 2022 and held it in 3 quarters. The position peaked at $642K in Q2 2022. 557 funds tracked by Wall St. Rank hold EG as of Q4 2022.

  • Summit Wealth & Retirement Planning reported no remaining Everest Group position as of Q4 2022 after selling out during the quarter.
  • Summit Wealth & Retirement Planning sold 2,291 Everest Group shares in Q4 2022, an estimated $601K.
  • Summit Wealth & Retirement Planning first reported a position in Everest Group in Q1 2022 and held it in 3 quarters.
  • Summit Wealth & Retirement Planning's Everest Group position peaked at $642K in Q2 2022.
  • 557 funds tracked by Wall St. Rank held Everest Group as of Q4 2022.

Based on Summit Wealth & Retirement Planning's 13F filing for Q4 2022, filed 10 Feb 2023.